Carol
Johnson

Prudent Man Investment Management

CRD#3084320
Investment Advisor
in Louisville, CO

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About this Advisor

Carol Johnson is a financial advisor based in Louisville, Colorado, working with Prudent Man Investment Management. Carol has previously held positions at Retirement Planning Specialist, Lonetree Rec Center, Atlantic Trust, Private Capital Management, Private Capital Manage, and Prudent Man Investment Management. Carol has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Carol is part of Prudent Man Investment Management, which operates out of Louisville, Colorado. The firm has 4 employees and manages assets totaling $285.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses. The fee structure at Prudent Man Investment Management is asset-based.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

927 Main Street
Louisville, CO 80027

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Prudent Man Investment Management Brokerage Details

Total Assets Under Management

$285,405,082

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

597

CO Average: 1,101
Average Account Size

$478,065

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Carol Johnson Work History

2020 - Present (4 years)

Prudent Man Investment Management

2019 - 2019 (< 1 year)

Private Capital Manage

2018 - 2019 (1 year)

Private Capital Management

2017 - 2018 (1 year)

Atlantic Trust

2011 - 2017 (6 years)

Retirement Planning Specialist

2009 - 2016 (7 years)

Lonetree Rec Center

Disclosures

Please visit the SEC profile of Carol Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prudent Man Investment Management

Carol Johnson
Louisville, CO
Keith Diamond
Denver, CO
Christopher Reading
Nashville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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